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• How to manage trusted devices | Charles Schwab

  Income Tax-Efficient Investing Schwab Personal Trust Services Alternative Investmentsand financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking...deposit and lending services and products. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents...

• SIMPLE IRA Employee Q&A | Charles Schwab

  Here are answers to some questions you may have about the SIMPLE IRA.

• Trustee Change for S1 and IC | Charles Schwab

  This Trustee Change Form can be used to add and/or remove Trustees on a Schwab One Trust account, a Schwab Brokerage Trust account, a Schwab One International Trust account, or a Schwab Inherited IRA for a trust beneficiary.

• Schwab Equity Ratings International | Charles Schwab

  Schwab Equity Ratings International are assigned to approximately 4,000 stocks traded in approximately 25 to 30 foreign equity markets.

• How to Write a Legacy Love Letter | Charles Schwab

  Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.

• Investing in Business Development Companies | Charles Schwab

  Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.

• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• Protect yourself from phishing | Charles Schwab

  Identify and report malicious activity.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

•  Answers to Common Questions About Futures | Charles Schwab

  Learn about the basics of futures contract specifications, including notional value and tick size.